Productor de Personal Lines

Joseph Fowler & Associates Inc; Greeley (CO); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Opportunity for advancement

Paid time off

Competitive Pay

Professional Development

Job Stability in a growing industry

Job summary

The Personal Lines Producer at Joseph Fowler & Associates is responsible for maintaining profitable relationships with personal lines clients and growing the book of business through advisory sales to existing clients and qualified leads.

This role requires identifying opportunities, presenting policies, maintaining client communications, renewing and retaining accounts, and collaborating with the team to achieve sales targets while staying compliant and up-to-date with industry changes.

Qualifications

• Must have state insurance license and 2+ years in personal/commercial lines account management with a Bachelor’s Degree or equivalent experience.
• Valid driver’s license and reliable transportation.
• Knowledge of insurance products, rating, underwriting, coverages, and industry operations.
• Proven B2B sales success with strong presentation, persuasion, and negotiation skills and the ability to close.
• People-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Excellent time management, team-oriented, and proficient written and verbal communication; tech savvy with agency management systems.

Responsibilities

• Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Foster and maintain relationships with clients and prospects through follow-up, accurate quotations, and general account support.
• Actively prospect round accounts, solicit increases in coverage, and network for new clients, including win backs.
• Obtain best coverage/rate for insured, process quotes, and bind coverage; present policies and educate on coverages and rates.
• Foster and maintain relationships with customers and prospects through regular follow-up and timely quotations.
• Support and prepare clients for renewal and retention, and maintain strong client relationships.
• Monitor, review, and report on key metrics to ensure sales targets are achieved; document activities clearly.
• Collaborate with team members, mentor staff, participate in meetings, and keep knowledge up-to-date.

Skills

Presentation

Negotiation

Customer focus

Time management

Communication

Team collaboration

Education

Bachelor’s Degree or comparable work experience

Tools

Agency management systems

Job description

Benefits:

• 401(k) matching
• Health insurance
• Opportunity for advancement
• Paid time off

Benefits/Perks:

• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Job Description

The Personal Lines Producer at Joseph Fowler & Associates is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new advisory sales to existing clients and qualified leads.

Responsibilities:

• Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
• Actively prospect round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs.
• Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates.
• Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
• Support and prepare clients for renewal and retention, and maintain strong client relationships.
• Anticipate, respond to, and follow up on all existing client needs.
• Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.

Qualifications:

• Hold the insurance license required by your state and have a minimum of two years of personal and commercial lines insurance account management experience, as well as a Bachelor’s Degree or comparable work experience.
• Possess a valid driver’s license and a source of reliable transportation.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
• Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
• Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
• Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.

Flexible work from home options available.